Judicial Council Monthly Court Activity Reports
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1 Judicial Council Monthly Court Activity Reports Sandra Mabbett Judicial Information Analyst Office of Court Administration Today s Topics Who decides what data will be collected Legal Requirements New Reporting Requirements Changes to Reports Report Submission to OCA Generating Activity Reports Directory Searches Who Decides What Data Will Be Collected Texas Judicial Council: policymaking body for the judicial branch, consists of 22 judicial, legislative, and citizen members Since 1929, one its primary duties has been to gather judicial statistics from judges and other court officials (Government Code section (a)) Judicial Council, assisted by OCA, is the only entity that collects comprehensive statistics on the operation of the Texas courts 1
2 Legal Requirements Texas Government Code, Chapter 71, Section (b): Judge/Clerk must submit monthly report as duty of office Texas Administrative Code, Sections & 171.2: Report is due no later than the 20 th of each month (e.g., report for July is due August 20) New Reporting Forms & Instructions Effective Date September 1, 2011 Posted at: Resources Required Reporting web page Forms Instructions Frequently Asked Questions XML Specifications and XML Tester Red lined versions of forms to show changes Spreadsheet with DPS codes classified by OCA case category 2
3 Report of Change in Mayor, Municipal Judge, or Municipal Court Clerk Section (a) of the Government Code requires the secretary of a municipality to notify the Texas Judicial Council of the name of each person who is elected or appointed as mayor, municipal court judge, or clerk of a municipal court within 30 days after the date of the person's election or appointment. Report of Change in Mayor, Municipal Judge, or Municipal Court Clerk The secretary is also required to notify the Texas Judicial Council of the name the mayor, municipal court judge or clerk that vacates such an office. NOTE: Judges include the presiding judge, associate judges, alternate judges, contracted judges or another other person who serves in a judicial capacity for the city. 3
4 Report of Change in Mayor, Municipal Judge, or Municipal Court Clerk Report of Change in Mayor, Municipal Judge, or Municipal Court Clerk Changes to Reports What has changed and what hasn t Determining what makes a case: Pending Active Inactive Reactivated Refer to handout 4
5 Submitting the Report to OCA Monthly Court Activity Report Report must be submitted online, unless you have a waiver from OCA. Contact OCA s Service Desk: (512) Or service.desk@txcourts.gov to obtain a User ID and password or for password resets Submission of the Monthly Report is Required The reporting rules in the Administrative Code only allow for a waiver of ONLINE reporting. The waiver provision applies only to courts who wish to continue mailing or faxing their reports to our office. Everyone is still required to submit a report. 5
6 Requesting a Waiver from reporting on-line Will be for one reporting year through August 31, 2012 (the end of FY 2012) Must be submitted in writing by fax, or mail Where to Report For report activity beginning September 2011 (form revised effective 9/1/2011) the new database is called Court Activity Reporting and Directory System Monthly Report Login Page 6
7 Court s Main Page Add New Monthly Report Data Entry View Electronic Submission Upload XML file Uploading an XML file Click on View Electronic Submission Browse to find your report Submit Add New Monthly Report option to choose a month/year and a section 7
8 Add New Monthly Report Remember to enter reports sequentially September 2011 only month you will enter cases pending first of month Inactive cases will auto fill in September with cases pending first of month numbers, so adjust as necessary. Inactive Cases Adjusted 8
9 Reminder - Inactive cases must be reactivated in order to be disposed Docket Adjustments Cases pending end of month and cases pending beginning of following month should be the same If not equal, docket adjustment must be entered to account for the difference You won t find the docket adjustment line on the form it s only in the online reporting system Docket Adjustments To increase number of cases pending in a certain case category, enter the number of cases you need to increase the category by Do not enter plus sign (+) To decrease number of cases pending, enter the number of cases you need to decrease the category by You must enter a minus sign (-) 9
10 Docket Adjustments Do not enter the numbers that you want the pending cases to be Docket Adjustments - incorrect Docket Adjustments correct 10
11 Court s Main Page This shows your court s main page after reports have been entered. Entering a Report: Hints After you enter a report, make sure you receive the saved successfully message Entering a Report: Hints Identifying out of the ordinary court activity Notes: use this area at the bottom of each section to note anything unusual or outstanding in the activity for that month (send directory updates to DirectoryUpdate@txcourts.gov) Prepared by: should be the name of the person OCA can contact if we have questions 11
12 Entering a Report: Hints After September if no cases display in the pending cases first of month, that section was not entered for the previous month Entering a Report: Hints - Maintain Balance The Criminal and Civil Sections of the report have calculations that must be correct or other rules that must be followed. Entering a Report: Hints A report that is out of balance will be flagged in red on both the court s main page and the section that is out of balance. 12
13 Entering a Report: Hints When a report is out of balance look for the numbers/messages in red. Entering a Report: Hints Be Positive Negative numbers are allowed in only 1 place on the report: docket adjustment line Watch out for and correct negative pending cases. Reminders A report must be submitted for EACH month, even if court had no activity Accuracy of report should be verified - don t assume your software gets it right! Keep copies of any reports run from your system for a minimum of 2 years 13
14 Generating Reports Generating Activity Reports May access court activity data for any date range between September 1992 to present Most up-to-date data available Generating Activity Reports Monthly Activity Report: may run report for individual city or for statewide totals Activity by City: summary activity for all cities in state, may sort alphabetically or by population 14
15 Monthly Activity Report Case Activity by City (by population or city-alpha) Navigating the Texas Judicial System Directory 15
16 Directory- Court Search Directory- Court Search Directory - Personnel Search 16
17 Questions Sandra Mabbett, Judicial Information Analyst (512) phone (512) fax Katherine Martinez, Judicial Information Specialist (512) Angela Garcia, Judicial Information Manager (512) phone 17
MONTHLY REPORT and FUTURE CHANGES
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